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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1876
Prelude Capital Management
New York
$676K -$847K -22,105 -57%
AMBIA
1877
Allen Mooney & Barnes Investment Advisors
Georgia
$675K -$80.9K -2,112 -11%
RCA
1878
Resonant Capital Advisors
Wisconsin
$674K +$114K +2,986 +21%
CPA
1879
Capital Planning Advisors
California
$673K -$67K -1,747 -9%
DAM
1880
Delta Asset Management
Tennessee
$670K -$9.77K -255 -1%
SMC
1881
Smith, Moore & Co
Missouri
$670K +$59K +1,540 +10%
JSL
1882
JT Stratford LLC
Georgia
$670K -$54.6K -1,424 -8%
NMG
1883
New Millennium Group
Utah
$670K -$74.3K -1,940 -10%
PWM
1884
PBMares Wealth Management
Virginia
$670K +$51K +1,330 +9%
PCP
1885
Proficio Capital Partners
Massachusetts
$669K +$41.2K +1,075 +7%
BWM
1886
Blossom Wealth Management
California
$668K – – –
SPC
1887
Spirepoint Private Client
Florida
$667K -$805 -21 -0.1%
GPA
1888
Garrison Point Advisors
California
$665K -$5.67K -148 -0.9%
SAM
1889
S.A. Mason
Michigan
$664K -$2.64K -69 -0.4%
GA
1890
Geller Advisors
New York
$663K +$6.55K +171 +1%
SIM
1891
SSI Investment Management
California
$661K -$498 -13 -0.1%
FTIS
1892
First Trust Investment Solutions
Florida
$660K +$102K +2,651 +19%
PCM
1893
Pointe Capital Management
Michigan
$659K – – –
MW
1894
MBL Wealth
North Carolina
$658K +$47.3K +1,234 +8%
AIS
1895
AM Investment Strategies
Tennessee
$657K +$690 +18 +0.1%
SCA
1896
STALEY CAPITAL ADVISERS
Pennsylvania
$656K -$1.88K -49 -0.3%
MWA
1897
Muirfield Wealth Advisors
North Carolina
$656K +$9.73K +254 +2%
CIC
1898
Cornercap Investment Counsel
Georgia
$655K -$2.11M -55,124 -77%
SP
1899
Stonebrook Private
Michigan
$655K +$41.5K +1,084 +7%
BCCM
1900
Black Cypress Capital Management
Florida
$654K -$5.04M -131,546 -89%
74 75
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